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Livermore
Livermore
ZHEN

Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Blue Zone Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
31,928
Value
$18.0M
% of portfolio
3.1%
Quarters held
22
Since Q1 2021
Holdings of META by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,928$18.0M3.1%+10,842+51.4%AddedHolders
Q1 202621,086$12.1M2.5%+7,725+57.8%AddedHolders
Q4 202513,361$8.82M1.7%−42−0.3%ReducedHolders
Q3 202513,403$9.84M2.0%+9,177+217.2%AddedHolders
Q2 20254,226$3.12M0.8%+245+6.2%AddedHolders
Q1 20253,981$2.29M0.6%−186−4.5%ReducedHolders
Q4 20244,167$2.44M0.7%+143+3.6%AddedHolders
Q3 20244,024$2.30M0.7%+3+0.1%AddedHolders
Q2 20244,021$2.03M0.7%−1,633−28.9%ReducedHolders
Q1 20245,654$2.75M0.9%−574−9.2%ReducedHolders
Q4 20236,228$2.20M0.9%−61−1.0%ReducedHolders
Q3 20236,289$1.89M0.8%−52−0.8%ReducedHolders
Q2 20236,341$1.82M0.8%−52−0.8%ReducedHolders
Q1 20236,393$1.35M0.7%+44+0.7%AddedHolders
Q4 20226,349$764.0K0.4%−14−0.2%ReducedHolders
Q3 20226,363$863.0K0.4%−13,125−67.3%ReducedHolders
Q2 202219,488$3.14M1.4%−1,117−5.4%ReducedHolders
Q1 202220,605$4.58M1.7%+6,184+42.9%AddedHolders
Q4 202114,421$4.85M1.6%+6,426+80.4%AddedHolders
Q3 20217,995$2.71M0.9%00.0%UnchangedHolders
Q2 20217,995$2.78M1.0%−8−0.1%ReducedHolders
Q1 20218,003$2.36M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.